InvesTrust’s Apple AAPL Stock Holding History

InvesTrust’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.01M	Sell	21,040 -4,366	-17%	-$1.4M	2.83%	9
2026 Q2	$7.35M	Sell	25,406 -671	-3%	-$192K	2.83%	6
2026 Q1	$6.62M	Sell	26,077 -508	-2%	-$132K	2.78%	7
2025 Q4	$7.23M	Sell	26,585 -2,106	-7%	-$565K	2.79%	8
2025 Q3	$7.31M	Sell	28,691 -365	-1%	-$82.5K	2.68%	8
2025 Q2	$5.96M	Sell	29,056 -13,740	-32%	-$2.77M	2.3%	10
2025 Q1	$9.5M	Sell	42,796 -448	-1%	-$104K	2.6%	4
2024 Q4	$10.9M	Buy	+43,244	New	+$10.2M	3.02%	2

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

InvesTrust's AAPL Position: Q3 2026 in Review

InvesTrust reduced its Apple (AAPL) stake by 17% in Q3 2026, selling an estimated $1.4M and leaving 21,040 shares worth $7.01M. The position accounts for 2.83% of the portfolio, ranked #9.

InvesTrust first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q4 2024. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

InvesTrust held 21,040 shares of Apple worth $7.01M as of Q3 2026.
InvesTrust sold 4,366 Apple shares in Q3 2026, an estimated $1.4M.
Apple made up 2.83% of InvesTrust's portfolio in Q3 2026, its #9 holding.
InvesTrust first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Apple position peaked at $10.9M in Q4 2024.
3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.